See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,970 | $159,602+118.0% | $150,045+131.9% | $142,382+144.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 15.08% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $9,591 | $4,961+93.3% | $4,693+104.4% | $4,299+123.1% |
| Participant deferral / active EE | $11,952 | $8,310+43.8% | $7,997+49.5% | $6,507+83.7% |
| Admin fee / account holder | $1,976 | $14,846-86.7% | $13,435-85.3% | $12,624-84.3% |